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Deliverables
What's owed to which client, by when, and is it done. This is the agency's real cadence — drive it off the artifacts you ship, not a margin re-type. Local only — sign in to save across devices.
Owed this week
Nothing due in the next 7 days. Add deliverables below or import a CSV to see your weekly cadence here.
Template workflows
Add standard agency delivery cadences as editable board rows.
No deliverables yet. Add one above or import a CSV from your CRM / project tool.
Client Portfolio Board
Every active engagement as a card — retainer, cost-to-serve, health, and the account lead. Local only — sign in to save across devices.
Portfolio MRR
$00% margin
Add your first client to start the delivery board.
Add the first engagement to start building a delivery cadence. Loading your saved data…
Margin per Client
Gross margin per engagement, ranked. Derived from the portfolio board above — edit clients there and this updates.
No clients on the board yet. Add engagements above and their margin ranking appears here.
Bands: ≥55% healthy · 35–54% squeeze · <35% renegotiate. These are rules of thumb you can ignore — not industry benchmarks.
Team Utilization
Booked hours vs. capacity per teammate before you commit to new work.Local only — sign in to save across devices.
No team members tracked. Add a member to start monitoring capacity before taking on new work.
Retainer Pipeline
New-business deals by stage, with the next action on each. Weighted value uses simple per-stage odds — a planning heuristic, not a promise. Local only — sign in to save across devices.
No deals in the pipeline yet. Add a prospect to start tracking new-business momentum.
Client Report Branding
Store client-facing report details once. Honest scope: these do not re-skin BSS itself — but Export PDF now applies your brand tokens to a real, client-ready performance report built from your own portfolio, margin, and utilization data. Saved across devices.
Live preview — client report header
Your Agency
Monthly Performance Report — Current month
Reach
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Leads
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ROI
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Prepared by your agency · confidential
"Export PDF" opens a branded, print-ready client report — your colors and name applied to your real portfolio, margin, and utilization data (File → Print → Save as PDF). "Share preview" generates a read-only link you can forward to a client.
Produce and Track
Select a client or deal row, produce the next artifact from its real context, then attach the output back to the board.
MRR
$0
Margin
0%
Load
0%
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